Kemnay Advisory Services Inc.

Position in ARLO — Arlo Technologies, Inc.

CIK 1555283 New York, NY

Position in ARLO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$162,353

+$63,740 QoQ

Shares Held

12,044

+73.8% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#186

of 259 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Kemnay Advisory Services Inc. holds $434,427 across 6 Building Products & Equipment names. ARLO ranks #1 (37.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARLO	Arlo Technologies, Inc. This page	12,044	$162,353
2	AAON	Aaon, Inc.	1,063	$134,852
3	JCI	Johnson Controls International plc	344	$50,261
4	TT	Trane Technologies plc	79	$38,801
5	GFF	Griffon Corp	290	$28,283
6	CARR	CARRIER GLOBAL Corp	271	$19,877

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$162,353	12,044	+73.8%	Shares	Sole	2026-08-14
2026-03-31	$98,613	6,930	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.